Our Story

David Lenser, AAMS^®, is President of Lens Financial and Insurance Solutions, a multi-generational family practice that looks at financial matters from a holistic view, considering your needs now as well as in the future. He has extensive investment/securities experience and finds fulfillment in the impact financial planning can have for people. After relocating from California to Tennessee, he continues to serve clients throughout the country. When he’s not making sure his clients’ financial needs are being met, David enjoys traveling with his wife and three children.

CA Insurance License #0F83296

Rebecca Wolff serves clients as a Financial Professional on the Lens Financial and Insurance Solutions team. Rebecca’s professional and personal background allows her to apply solutions that resonate with each client’s unique story. Combining experience from years of practice as a clinical therapist and a multi-generational family of financial professionals, her clients receive superior service and products while feeling authentically valued during every stage of the process. Rebecca understands that successfully managing finances requires time and focus that busy professionals often put off. She’s here to ensure that clients have a strategy and stay financially on-track while they’re making a positive difference in their world.

CA Insurance License #4103480

Melissa Martins has over 30 years of experience working in the administrative and professional fields. Her client engagement skills and attention to detail have been key to her successful career at top organizations. She enjoys spending time with her three grown children, granddaughter, and staying active outdoors, kayaking, hiking and being an avid sports fan.

As Lens Financial’s co-founder and senior adviser, John Wolff has extensive experience in educating corporate employees and their families to adopt sound, long term financial principals. John’s experience also extends to group settings as he has facilitated over 450 employee financial education workshops for Fortune 500 companies. For clients, John integrates professional and personal financial experience with the practical perspective of conducting over 2000 post workshop interviews with individuals and couples. In the past, John co-founded a Silicon Valley software firm that delivers digital benefits and financial content to the employees of some of the largest US employers. John holds a Bachelor of Science degree from California Polytechnic University, San Luis Obispo from the School of Architecture and Environmental Design.

CA Insurance License #0C07750

Dean Loftin is a financial advisor with Lens Financial and Insurance Solutions, serving clients primarily in Northern California, but also nationwide via online meetings. Prior to joining Lens, he volunteered as an educator for a not-for-profit company, providing guidance for executive, managerial, and engineering/technical employees of Silicon Valley and other leading companies and government agencies. Dean also worked as an engineer in the environmental industry for more than 15 years, which allows him to bring a common sense, technical approach to the complex world of personal financial planning.

CA Insurance License #0C68967

Cheryl Brooks is Lens Financial's administrative manager and licensed service assistant. She brings over 34 years of experience working in both Public and Private Sectors. Cheryl collaborates with the team on client details, reports and analysis and assists our clients with their service needs. When she's not assisting clients, she enjoys traveling with her husband and spending time with her four children and two dogs.

Ida is the Client Success Manager and a valued employee at Lens Financial. With over 15 years of administrative experience in the financial services industry, her focus is building and maintaining client relationships. She enjoys people and strives to deliver excellent service. When she’s not serving clients, Ida loves baking, entertaining and spending time with her husband, adult sons and daughter-in-law.

Savannah joined Lens Financial with over 15 years of customer service and administrative experience in a fast-paced organization. She has a passion for helping clients and appreciates taking on new tasks. In her free time, she enjoys spending time outdoors hiking, watching motocross racing and camping with her husband and three children.

Through Eagle Strategies, David Lenser provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

David Lenser and his fellow financial professionals are proud to offer the finanical products of New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, 

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